Your Retirement Road Map Your Retirement Road Map

Take a few minutes (this is fast, but helpful) to determine where you are along the retirement planning path. Once you've answered a few questions, you'll receive a quick outline of important steps you can take to help reach your retirement goals. This tool typically takes 8 minutes to complete.

1. My age range
25 or younger
26 - 35
36 - 45
46 - 55
56 or older
2. I have an emergency saving account of
Less than one month’s expenses
1 - 2 months' expenses
3 - 6 months' expenses
More than 6 months' expenses
3. I have a budget or spending plan.
Yes
No
4. Overall, when it comes to saving for retirement and other long-term goals, the following best describes the percentage of my income I am saving.
Less than 5%
5% - 9%
10% or more
5. I have thought about how I want to spend my time in retirement, and have discussed it with my partner (if appropriate).
Yes
No
6. I have calculated how much money I will need in retirement.
Yes
No
7. I know how much I expect to receive in Social Security benefits.
Yes
No
8. I have a pension plan which my employer pays for, and from which I will get a monthly retirement check.
Yes
No
I don't know
9. My employer offers a defined contribution plan (such as a 401(k), 403(b) or 457 plan).
Yes
No
I don't know
10. I have a traditional IRA or Roth IRA.
Yes
No
11. My home will be paid for
Before I retire
Within 1-3 years after I retire
I will still owe on my mortgage at least 3 years into retirement
I don't know
I don't have a mortgage
12. I have a signed and updated will and/or trust.
Yes
No
13. I have children under the age of 18.
Yes
No
14. I have signed a durable power of attorney so the person I appoint can make decisions if I cannot.
Yes
No
15. I have signed a health care proxy and living will so that someone will know my wishes and make medical decisions if I cannot.
Yes
No
16. I have made a detailed list of my financial accounts and obligations so that if something happens to me, another trusted person can access it.
Yes
No
17. I have reviewed my beneficiaries on my asset and retirement accounts in the past year, or since my last major family change (divorce, marriage, children).
Yes
No
18. I have investigated my options and have a plan for continuing medical benefits after I retire.
Yes
No
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